Associate with Contacts

Add Comments

You can add comments as notes to provide any technical information about the Contact. You can create multiple comments for a single Contact. To add comments, do the following:

Click and open a Contact from the Contacts Home page.

In the [Contacts] page, click Comments tab.

In the text box that appears, type your message.

Click Save. After adding a comment, the user id and the time when the comment is added are displayed.

Edit Comments

If you want to change something you wrote, you can edit the comment you left on a contact.

You can edit comments only if you have the Edit permission for Comments.

To edit comments

Click the Contactstab.

In the Contacts Home page, select the contact.

In the Contact Details page, under Comments section, click .

Make your changes and click Save beneath your comment.

Delete Comments

Occasionally, you may need to remove the unnecessary comments from a contact in Zoho Support for a better user experience. You may consider deleting the comments that are not useful for future reference.

You can delete comments only if you have the Delete permission for Comments.

To delete comments

Click the Contactstab.

In the Contacts Home page, select the contact.

In the Contact Details page, under Comments section, click .

In the Confirmation dialog box, click OK to delete the comment permanently.

Add Attachment

You can attach any type of files and any number of files to a single Contact. To attach a file, do the following:

Open a Contact from Contacts Home page.

Click Attachment > Add an attachment now.

Select the file from outside resources.After adding a file, the user id and the time when the file is added are displayed.

Associate Products

Open an Contact from the Contacts Home Page.

Click Product > Associate a products now.

Select any of the product(s) listed.

Click Associate Product.

View Tickets

To view the ticket associated with the particular contact.

Move your mouse pointer over any of the Contacts in the Contacts Home Page.

Click View Tickets to view the ticket associated with the contact.

Click Add Ticket if you want to add a new tickets for the contact.

Alternatively, you can view tickets associated with a contact in the Contacts Detail page.